Nonprofit · EIN 33-0224464
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
Also known as TRAVIS RANCH PTA
Tax-exempt · YORBA LINDA, CA 92887
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $250,880 | $200,119 | $50,761 | $134,224 | $0 | $134,224 |
| June 30, 2024 | 990 | $224,051 | $296,218 | -$72,167 | $83,463 | $0 | $83,463 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,859
- Program service revenue
- $137,826
- Investment income
- $17
- Net income from fundraising events
- $109,178
- Other revenue
- $109,178
Expenses
- Grants and similar amounts paid
- $3,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $187,019
- Management and general (functional)
- $13,100
Balance sheet and other
- Total assets, start of year
- $83,463
- Total assets, end of year
- $134,224
- Total liabilities, end of year
- $0
- Net assets, end of year
- $134,224
- Gross receipts
- $292,435
- Employees
- 0
- Volunteers
- 700
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stacy Stem | President Officer | 15 | $0 |
| Suprea Sandhu | Treasurer Officer | 5 | $0 |
| Megan Lycett | Fin. Secretary Officer | 3 | $0 |
| Caley White | VP School prog Officer | 3 | $0 |
| Robert Knowles | recording sec'y Officer | 5 | $0 |
| Erica Johnson | Parliamentarian Officer | 3 | $0 |
| Lara Bentley | Historian Officer | 3 | $0 |
| Julie Szerlag | new President Officer | 3 | $0 |
| Alyssa He | New Treasurer Officer | 3 | $0 |
| Bree Voyage | VP MS Programs Officer | 3 | $0 |
| Shelly Holcomb | VP Elementary Officer | 3 | $0 |
| Kelly Saint-Onge | auditor Officer | 3 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stacy Stem | President Officer | 15 | $0 |
| Suprea Sandhu | Treasurer Officer | 5 | $0 |
| Megan Lycett | Fin. Secretary Officer | 3 | $0 |
| Caley White | Recording Sec'y Officer | 3 | $0 |
| Robert Knowles | Auditor Officer | 5 | $0 |
| Erica Johnson | Parliamentarian Officer | 3 | $0 |
| Lara Bentley | Historian Officer | 3 | $0 |
| Bree Voyage | VP MS Programs Officer | 3 | $0 |
| Shelly Holcomb | VP Elementary Officer | 3 | $0 |
| Kelly Saint-Onge | VP Middle Sch. Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 5200 VIA DE LA ESCUELA, YORBA LINDA, CA 92887-2556
- Principal officer (990 for 2024)
- Julie Szerlag, 5200 Via de la Escuela, Yorba Linda, CA 92887
- Signed the 990
- Julie Szerlag, President
- Phone
- (714) 986-7460
- Website
- travisranchpta.org
- Return prepared by
- Stamos & Stamos CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0224464 or by the name PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The organization's purpose is to provide services, equipment and educational programs in support and promotion of quality education and pride in our school and community.
Program accomplishments
- Assemblies, carnival, school play, yearbook, spirit wear, science camp and other school programs to support school spirit, encourage family participation, offer other educational opportunities and make learning fun.Expenses $121,907
- School projects and programs, including classroom materials, reading, music, art and other learning programs, teacher conference training, hospitality and other programs.Expenses $35,278
- Gifts to the school.Expenses $26,834
- ScholarshipsExpenses $3,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0224464
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1943
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $134,224
- Income (IRS master file)
- $292,435
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $250,880 | $200,119 | $134,224 | IRS |
| 990 | June 2024 | $224,051 | $296,218 | $83,463 | XML |
| 990 | June 2023 | $240,478 | $204,382 | $155,630 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0224464).
Questions about PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
- What is the EIN of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The employer identification number (EIN) of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC is 33-0224464.
- Is PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Which annual return does PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990 for the year ended June 30, 2025 names Julie Szerlag.
- Who are the officers and directors of PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $250,880, expenses of $200,119 and total assets of $134,224 at year end.
Other nonprofits in YORBA LINDA
- THE RICHARD NIXON FOUNDATION EIN 52-1278303 · last filed 990 for 2024
- WESTERN ASSOCIATION OF FOOD CHAINS INC EIN 95-6078664 · last filed 990 for 2024
- EASTERN STAR HOMES OF CALIFORNIA EIN 94-1196188 · last filed 990 for 2025
- SOUTHERN CALIFORNIA DEVELOPMENTAL SOCCER LEAGUE EIN 27-5451615 · last filed 990 for 2024
- ENDOWMENT FUND OF THE GRAND CHAP OF CALIF ORDER OF THE EASTERN STAR EIN 52-1519167 · last filed 990 for 2025
- EAST LAKE VILLAGE COMMUNITY EIN 95-3333494 · last filed 990 for 2026
- FAITHFUL SERVANTS FOUNDATION EIN 26-3631275 · last filed 990-PF for 2024
- UPLIFT CHARITY CORPORATION EIN 20-5421204 · last filed 990 for 2025